Thursday, October 1, 2026

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands' FRE and Alp nicotine pouches aim to become a third C-store brand behind ZYN and Velo as PMTA rules limit new entrants.

TPB $1.1B

Yet Another Value Podcast Oct 1 3 clicks

Oct 1 LIFE $2.2B

How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room

Hunterbrook 1 click

Oct 1 KRMN $4.3B

Karman Holdings q2’26 Earnings Update

Monte Independent Investment Research

From X

@John_Hempton Sep 30

John_Hempton on X

@SilverBacked737 @ishedtruth444 I am not mad about you buying $AMC. I have tried to encourage it. Please buy more.

@DeepSailCapital Sep 30 1 click

Deep Sail Capital on X

@P_Remarks $THEON $DLO $TOI.NE

@stockgutter Sep 30

SG on X

Happy $MKTW dividend day for those who celebrate ( $PAGS $EVC too)

@KEDM_COM Sep 30

KEDM.com on X

American Assets Trust’s $AAT Chairman Rady continues to buy shares, now already owning 38% of s/o. The 13D also mentions that he may ‘discuss or encourage extraordinary transactions - including mergers, take‑private deals, asset sales, recapitalizations or board/management changes.’

@stockgutter Sep 30

SG on X

@grok compare the revenue $RGTI has earned ytd with the proceeds of $RGTI insider stock sales ytd

@leevalueroach Sep 30

Lee Roach on X

Pretty good thesis on $MNRO here. I think it gets sold soon. https://t.co/nx6knvA1Ng

@finphysnerd Sep 30

Myles on X

@ArgonathCapital Yeah Nice Info services and Misto (paired with a $GOLF short) are large positions for me.

@ActAccordingly Sep 30

PAA Research on X

Following the action in $FICO, it seems this post from @pulte has drawn increased investor attention to $STC $FAF $ORI $FNF and their title insurance pricing policies. We have had a short call on $STC and $FAF for some time. There's no doubt there are several technology options that could lower title insurance costs (AI) if not eliminate the need for it altogether (blockchain). You already have many brokers offering bundled solutions for title, mortgage, and advisory. Lots of pressure on these busineses.

Innodata: The 45% Pullback Has Changed My View (Rating Upgrade)

Innodata's 45% pullback resets its valuation after two quarters of 50% revenue growth, though two customers still supply 71% of revenue and…

INOD $2.4B

Kurt Christensen Oct 1

This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate

Pearson, CarMax, Talen Energy, KBR and Apollo Commercial Real Estate lead a 33-company survey of activist campaigns, buybacks, M&A and…

KMX $7.8B

Latticework by MOI Global Oct 1

Ladder Capital: Grab This Diversified, Investment-Grade Mortgage REIT At Below Book Value

Ladder Capital trades below book value with high yield, but faces margin pressure and office-loan exposure despite diversified funding and…

LADR $1.1B

Albert Anthony Oct 1

Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.

Group 1’s 19% ownership cap, tied to automaker franchise agreements, frames Conifer’s 1.9 million-share stake and potential buyback-driven…

GPI $2.9B

Cannibal Stocks Oct 1 1 click

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $682M

The Mikro Kap Oct 1 2 clicks

Q3 2026 Consolidated Holdings, Performance, and Ideas

Irrational Analysis reports 51.55% outperformance versus a semiconductor ETF, adding Credo for SerDes and QMCO for AI-driven tape storage…

QMCO $1.3B

Irrational Analysis Oct 1 1 click

Zentek Research Note

Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion…

ZTEKF $63M

Atrium Research - Equity Research Sep 30 2 clicks

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…

YB $553M

Calvin Blissett Sep 30 4 clicks

Undercovered Dozen: Vicor, Rayonier, Accenture And More

Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.

RYN $5.5B

The Undercovered Dozen Sep 30 4 clicks

3 Mergers and 1 Liquidation in the Danger Zone

Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…

STRS $147MIMXI $349M

Triple S Special Situations Investing Sep 30

ELME · long

Elme Communities

Elme Communities, a REIT, is nearing the end of a long liquidation process.

ELME $155M

Value Investors Club Jul 3

💥Yield!💥

Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…

BYND $138M

PETITION Sep 30

Sezzle: Why I Think The Sell-Off Is An Opportunity

Sezzle reports subscribers up 76.4%, transactions up 32% and quarterly GMV up 38%, with expanding margins supporting improved profitability…

SEZL $3.6B

The J Thesis Sep 30

Research Roundup Vol. LIV

Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…

AAON $6.8BKNF $2.9B

Monte Independent Investment Research Sep 30

Sezzle: The Market Does Not See The Next Growth Phase

Sezzle’s Q2 revenue rose 51.7% as subscribers grew 76.4%, while SezzleCash and Sezzle Send add growth potential and greater underwriting…

SEZL $3.6B

Investor Overview Sep 30

Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy

The Trade Desk’s CEO received a new 10-year option package targeting $105 per share as the company seeks shareholder approval to reprice…

TTD $5.8B

Yet Another Value Blog Sep 29 5 clicks

Group 1 Automotive (GPI) vs Alpha Metallurgical Resources (AMR)

Alpha Metallurgical Resources director Ken Courtis bought $10.5 million above $190 after a blackout lifted, while Conifer’s 12.7% Group 1…

GPI $2.9BAMR $2.2B

Cannibal Stocks Sep 29 3 clicks

Monte Investments Market Brief Vol. CXXX

Monte Investments upgrades Karman Holdings to Buy with a $133 target after a 65% drawdown, citing 28.83x EV/aEBITDA and governance changes.

KRMN $4.3B

Monte Independent Investment Research Sep 29 1 click

Applied Optoelectronics: The Biggest Growth Phase Starts Now

Applied Optoelectronics targets $1.1 billion in 2026 revenue as 800G and 1.6T data-center demand drives capacity expansion, despite…

AAOI $9.1B

Infinity Curve Sep 29 2 clicks

Quick Value #332 - Gentherm (THRM)

Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with…

THRM $1BMOD $9.9B

Value Don't Lie Sep 28 3 clicks

Thursday, October 1, 2026

John_Hempton on X

Deep Sail Capital on X

SG on X

KEDM.com on X

SG on X

Lee Roach on X

Myles on X

PAA Research on X

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